Original filing (PDF)20251015095913NAL0008963122001

IBEW LOCAL 712 PENSION TRUST FUND

Name: IBEW LOCAL 712 PENSION TRUST FUND — Form 5500 (2024)
Creator: IBEW LOCAL 712 PENSION TRUST FUND

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 3

20% employer stockNo recordkeeper disclosed7 service providers

Active participants

461

Accounts w/ balance

—

Plan assets (EOY)

$106.1M

Net assets (EOY)

$106.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

396 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

20% of plan in employer / sponsor stock.
36 bps in Schedule C fees — 258% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL 712 PENSION TRUST FUND.

Plan sponsor

Name

IBEW LOCAL 712 PENSION TRUST FUND

EIN

25-1297810

Address

5 HOT METAL STREET, SUITE 200 · PITTSBURGH, PA · 152032352

Phone

(412) 432-1125

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

PACKER THOMAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY INVESTMENTS	—	INDIANAPOLIS, IN	NONE	$102K	—
CDS ADMINISTRATORS	—	PITTSBURGH, PA	NONE	$84K	—
GRAYSTONE CONSULTING	—	SEWICKLEY, PA	NONE	$76K	—
ACRISURE	—	PITTSBURGH, PA	NONE	$42K	—
MEYER, UNKOVIC & SCOTT LLP	25-4008021	PITTSBURGH, PA	NONE	$36K	—
PACKER THOMAS	34-1667340	NEW CASTLE, PA	NONE	$26K	—
VICTORY CAPITAL INTL COLLECT TR	—	COLUMBUS, OH	NONE	$14K	—

Investments

353 direct securities · 2 pooled funds· $99.8M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$78.1M

353 holdings

Common Collective Trust

$21.7M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 003	Common Collective Trust	—	$5.8M	$19.7M	18.5%
Boyd Watterson GSA Fund, LP	—	—	$7.0M	$12.0M	11.3%
Vanguard International Equity Index Fund	—	—	$6.5M	$7.8M	7.4%
Ameriserv Trust & Financial ERECT Fund II	—	—	$2.3M	$6.3M	5.9%
Metropolitan West Total Return Bond Fund	—	—	$6.2M	$5.3M	5.0%
BNY Mellon AFL-CIO Housing Investment Trust	—	—	$5.1M	$4.5M	4.2%
PGIM High Yield	—	—	$3.9M	$3.5M	3.3%
Vanguard Extended Market ETF	—	—	$1.9M	$3.3M	3.1%
BNY Mellon Grosvenor Institutional Partners LP	—	—	$3.0M	$3.1M	2.9%
VICTORY TRIVALENT INTL SM CAP FUND GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 000	Common Collective Trust	—	$2.0M	$2.0M	1.9%
PIA MBS Bond	—	—	$2.2M	$2.0M	1.9%
Lord Abbett Ultra Short Bond	—	—	$1.3M	$1.3M	1.2%
PIA BBB Bond	—	—	$1.3M	$1.2M	1.1%
Intercontinental U.S Real Estate Investment Fund, LLC	—	—	$1.1M	$830K	0.8%
USA Treasury Note 3.375% due 05/15/2033	—	—	$681K	$680K	0.6%
Federated Hermes Govt Obl Avr Money Market Fund	—	—	$609K	$609K	0.6%
Nvidia Corporation Common Stock	—	—	$15K	$532K	0.5%
Amazon Com Inc Common Stock	—	—	$170K	$463K	0.4%
Microsoft Corp Common Stock	—	—	$100K	$384K	0.4%
USA Treasury Note 4.625% due 06/15/2027	—	—	$327K	$327K	0.3%
Meta Platforms Inc Cl A Common Stock	—	—	$93K	$324K	0.3%
Apple Inc Common Stock	—	—	$109K	$304K	0.3%
USA Treasury Note 2.375% due 05/15/2029	—	—	$320K	$304K	0.3%
USA Treasury Note 4.500% due 04/15/2027	—	—	$298K	$300K	0.3%
USA Treasury Note 4.125% due 11/15/2027	—	—	$299K	$299K	0.3%
Ullico Inc. Class A Common Stock	—	—	$416K	$296K	0.3%
Visa Inc Cl A Common Stock	—	—	$144K	$288K	0.3%
Jpmorgan Chase & Co Common Stock	—	—	$198K	$272K	0.3%
USA Treasury Bond 3.000% due 05/15/2047	—	—	$359K	$259K	0.2%
USA Treasury Note 3.750% due 04/15/2026	—	—	$248K	$250K	0.2%
USA Treasury Note 2.875% due 05/15/2032	—	—	$247K	$238K	0.2%
Netflix Inc Common Stock	—	—	$72K	$217K	0.2%
USA Treasury Bond 2.250% due 02/15/2052	—	—	$274K	$200K	0.2%
Bank Of America Corp 1.734% due 07/22/2027	—	—	$191K	$200K	0.2%
USA Treasury Note 4.250% due 01/31/2026	—	—	$174K	$174K	0.2%
USA Treasury Note 0.625% due 05/15/2030	—	—	$195K	$172K	0.2%
USA Treasury Note 4.000% due 02/15/2034	—	—	$169K	$163K	0.2%
Salesforce Inc Common Stock	—	—	$89K	$163K	0.2%
Alphabet Inc Cl A Common Stock	—	—	$124K	$158K	0.1%
Cbre Group Inc - A Common Stock	—	—	$115K	$156K	0.1%
Citigroup Inc 3.668% due 07/24/2028	—	—	$150K	$148K	0.1%
Wells Fargo & Co 3.526% due 03/24/2028	—	—	$142K	$147K	0.1%
Archrock Inc Common Stock	—	—	$47K	$142K	0.1%
Unitedhealth Gp Inc Common Stock	—	—	$68K	$142K	0.1%
Gatx Corp Common Stock	—	—	$86K	$137K	0.1%
Houlihan Lokey Inc Cl A Common Stock	—	—	$80K	$137K	0.1%
Oracle Corp Common Stock	—	—	$45K	$135K	0.1%
Moog Inc Cl A Common Stock	—	—	$53K	$133K	0.1%
Reinsurance Group Of America Common Stock	—	—	$73K	$130K	0.1%
Raymond James Fincl Inc Common Stock	—	—	$85K	$128K	0.1%
Ryder Systems Inc Common Stock	—	—	$62K	$126K	0.1%
Alstom Adr Common Stock	—	—	$107K	$125K	0.1%
Honeywell Intl Inc Common Stock	—	—	$111K	$123K	0.1%
Philip Morris Intl Inc Common Stock	—	—	$92K	$122K	0.1%
Abbvie Inc Com Common Stock	—	—	$112K	$118K	0.1%
Cf Industries Holdings,Inc Common Stock	—	—	$92K	$118K	0.1%
Dbs Group Holdings Ltd Sp Common Stock	—	—	$88K	$118K	0.1%
Teledyne Tech Inc Common Stock	—	—	$103K	$116K	0.1%
Barclays Plc Adr Common Stock	—	—	$50K	$116K	0.1%
Snap-On Inc Common Stock	—	—	$72K	$115K	0.1%
Thermo Fisher Scientific Common Stock	—	—	$60K	$115K	0.1%
Palo Alto Networks Inc Common Stock	—	—	$17K	$115K	0.1%
Alphabet Inc Cl A Common Stock	—	—	$99K	$114K	0.1%
Unitedhealth Gp Inc Common Stock	—	—	$114K	$113K	0.1%
Kering S A Adr New Common Stock	—	—	$158K	$113K	0.1%
Woodward Inc Com Common Stock	—	—	$73K	$110K	0.1%
Eaton Corp Plc Shs Common Stock	—	—	$49K	$109K	0.1%
S&P Global Inc Com Common Stock	—	—	$39K	$109K	0.1%
Taiwan Smcndctr Mfg Co Ltd Adr Common Stock	—	—	$87K	$109K	0.1%
Rolls Royce Holdings Plc Common Stock	—	—	$13K	$108K	0.1%
Paypal Hldgs Inc Com Common Stock	—	—	$176K	$108K	0.1%
Equinix Inc Common Stock	—	—	$56K	$107K	0.1%
Lpl Finl Hldgs Inc Com Common Stock	—	—	$83K	$106K	<0.1%
Sysco Corp Common Stock	—	—	$103K	$102K	<0.1%
Taiwan Smcndctr Mfg Co Ltd Adr Common Stock	—	—	$47K	$102K	<0.1%
Goldman Sachs Group Inc 1.093% due 12/09/2026	—	—	$93K	$100K	<0.1%
Capital One Financial Corp 1.878% due 11/02/2027	—	—	$100K	$100K	<0.1%
Mylan Inc 4.550% due 04/15/2028	—	—	$100K	$100K	<0.1%
Boeing Co/The 2.196% due 02/04/2026	—	—	$102K	$100K	<0.1%
Goldman Sachs Group Inc 1.948% due 10/21/2027	—	—	$93K	$100K	<0.1%
Vmware Inc 1.400% due 08/15/2026	—	—	$92K	$99K	<0.1%
Jpmorgan Chase & Co 1.470% due 09/22/2027	—	—	$93K	$99K	<0.1%
Intuit Inc Common Stock	—	—	$74K	$99K	<0.1%
Air Lease Corp 1.875% due 08/15/2026	—	—	$91K	$99K	<0.1%
Hewlett Packard Enterprise Co 4.400% due 09/25/2027	—	—	$100K	$99K	<0.1%
Truist Financial Corp 4.873% due 01/26/2029	—	—	$100K	$99K	<0.1%
Cigna Group 3.400% due 03/01/2027	—	—	$96K	$98K	<0.1%
Jpmorgan Chase & Co 3.540% due 05/01/2028	—	—	$95K	$98K	<0.1%
Southern Co/The 3.250% due 07/01/2026	—	—	$96K	$98K	<0.1%
Energy Transfer Lp 4.950% due 05/15/2028	—	—	$98K	$98K	<0.1%
Reckitt Benckiser Plc Spns Adr Common Stock	—	—	$110K	$98K	<0.1%
Exelon Corp 3.400% due 04/15/2026	—	—	$96K	$97K	<0.1%
Hca Inc 5.250% due 06/15/2026	—	—	$95K	$97K	<0.1%
Us Bancorp 4.548% due 07/22/2028	—	—	$96K	$97K	<0.1%
Discover Fincl Svcs Common Stock	—	—	$76K	$97K	<0.1%
Mplx Lp 4.875% due 06/01/2025	—	—	$96K	$97K	<0.1%
Rtx Corp 5.750% due 11/08/2026	—	—	$96K	$97K	<0.1%
Allianz Se Adr Common Stock	—	—	$76K	$97K	<0.1%
Southwest Airlines Co 5.125% due 06/15/2027	—	—	$96K	$97K	<0.1%
American Express Co Common Stock	—	—	$68K	$96K	<0.1%
General Motors Financial Co Inc 6.050% due 10/10/2025	—	—	$96K	$96K	<0.1%
Box,Inc. Cl A Common Stock	—	—	$77K	$95K	<0.1%
Cencora Inc Common Stock	—	—	$97K	$95K	<0.1%
O Smith Corp Common Stock	—	—	$97K	$94K	<0.1%
Fidelity Natl Information Se Common Stock	—	—	$83K	$93K	<0.1%
Darden Restaurants Common Stock	—	—	$67K	$92K	<0.1%
Stryker Corp Common Stock	—	—	$56K	$91K	<0.1%
Republic Services Inc Common Stock	—	—	$59K	$91K	<0.1%
Marsh & Mclennan Cos Inc Common Stock	—	—	$68K	$91K	<0.1%
Ansys Inc Common Stock	—	—	$80K	$90K	<0.1%
Hologic Inc Common Stock	—	—	$87K	$90K	<0.1%
Diamondback Energy Inc Common Stock	—	—	$97K	$89K	<0.1%
Sherwin Williams Company Ohio Common Stock	—	—	$61K	$88K	<0.1%
Asml Holding Nv Ny Reg New Common Stock	—	—	$60K	$88K	<0.1%
Bio Rad Lab A Common Stock	—	—	$128K	$88K	<0.1%
Mckesson Corp Common Stock	—	—	$78K	$87K	<0.1%
Us Foods Holding Corp Common Stock	—	—	$59K	$86K	<0.1%
Charles River Labs Intl Inc Common Stock	—	—	$92K	$85K	<0.1%
Astrazeneca Plc Adr Common Stock	—	—	$81K	$84K	<0.1%
Morgan Stanley Common Stock	—	—	$57K	$84K	<0.1%
Webster Fincl Corp Common Stock	—	—	$89K	$84K	<0.1%
Canadian Pacific Kansas City Common Stock	—	—	$88K	$83K	<0.1%
Accenture Plc Ireland Cl A Common Stock	—	—	$69K	$83K	<0.1%
Renesas Electronics Corp Adr Common Stock	—	—	$103K	$82K	<0.1%
Bxp Inc Common Stock	—	—	$95K	$81K	<0.1%
Union Pacific Corp Common Stock	—	—	$81K	$81K	<0.1%
Eli Lilly & Co Common Stock	—	—	$33K	$81K	<0.1%
Huntington Bancshares Common Stock	—	—	$63K	$81K	<0.1%
Valmont Industries Common Stock	—	—	$71K	$80K	<0.1%
Cirrus Logic Inc Common Stock	—	—	$70K	$80K	<0.1%
Qiagen Nv New Common Stock	—	—	$83K	$79K	<0.1%
Monster Beverage Corp New Com Common Stock	—	—	$45K	$79K	<0.1%
Conocophillips Common Stock	—	—	$46K	$79K	<0.1%
Hdfc Bank Ltd Adr Common Stock	—	—	$84K	$79K	<0.1%
Hexcel Corp New Common Stock	—	—	$70K	$79K	<0.1%
Rtx Corporation Common Stock	—	—	$37K	$78K	<0.1%
Wells Fargo & Co New Common Stock	—	—	$53K	$78K	<0.1%
Cabot Corp Common Stock	—	—	$50K	$78K	<0.1%
Wintrust Fin Corp Common Stock	—	—	$81K	$77K	<0.1%
Sap Ag Common Stock	—	—	$33K	$77K	<0.1%
Monolithic Pwr Systems Inc Common Stock	—	—	$53K	$77K	<0.1%
Autozone Inc Common Stock	—	—	$65K	$77K	<0.1%
Eastman Chemical Company Common Stock	—	—	$86K	$76K	<0.1%
USA Treasury Note 1.625% due 05/15/2031	—	—	$82K	$76K	<0.1%
Uber Technologies Inc Common Stock	—	—	$28K	$76K	<0.1%
Schlumberger Ltd Common Stock	—	—	$93K	$75K	<0.1%
Federal National Mortgage Association 3.500% due 05/01/2052	—	—	$84K	$75K	<0.1%
Wex Inc Com Common Stock	—	—	$87K	$75K	<0.1%
Aon Plc Cl A Common Stock	—	—	$67K	$74K	<0.1%
Flextronics Intl Ltd Common Stock	—	—	$56K	$74K	<0.1%
Wec Energy Group Inc Com Common Stock	—	—	$72K	$74K	<0.1%
Chugai Pharmaceutic Unsp Adr Common Stock	—	—	$45K	$73K	<0.1%
Manulife Financial Corp Common Stock	—	—	$45K	$72K	<0.1%
Arrow Electronics Common Stock	—	—	$70K	$72K	<0.1%
Micron Tech Inc Common Stock	—	—	$78K	$72K	<0.1%
Infineon Technologies Ag Common Stock	—	—	$77K	$72K	<0.1%
Kenvue Inc Common Stock	—	—	$69K	$72K	<0.1%
Akzo Nobel Nv Adr Common Stock	—	—	$81K	$71K	<0.1%
Haleon Plc Adr Common Stock	—	—	$63K	$71K	<0.1%
Centene Corporation Common Stock	—	—	$85K	$70K	<0.1%
R Horton Inc Common Stock	—	—	$38K	$70K	<0.1%
Shell Plc Adr Common Stock	—	—	$65K	$69K	<0.1%
On Semiconductor Corp Common Stock	—	—	$64K	$69K	<0.1%
Zoetis Inc Class-A Common Stock	—	—	$39K	$69K	<0.1%
Bp Plc Ads Common Stock	—	—	$72K	$68K	<0.1%
Abbott Laboratories Common Stock	—	—	$67K	$68K	<0.1%
Blue Owl Capital Inc Common Stock	—	—	$51K	$67K	<0.1%
Papa Johns Intl Inc Common Stock	—	—	$111K	$66K	<0.1%
Sony Group Corporation Adr Common Stock	—	—	$55K	$65K	<0.1%
Wabtec Corp Common Stock	—	—	$47K	$65K	<0.1%
Sonoco Products Co Common Stock	—	—	$78K	$65K	<0.1%
Amgen Inc Common Stock	—	—	$72K	$65K	<0.1%
Dassault Systems Sa Ads Common Stock	—	—	$74K	$65K	<0.1%
Enel Societa Per Azioni Adr Common Stock	—	—	$54K	$64K	<0.1%
Alcon Inc Common Stock	—	—	$40K	$64K	<0.1%
Insperity Inc Com Common Stock	—	—	$95K	$64K	<0.1%
Firstenergy Corp Common Stock	—	—	$62K	$63K	<0.1%
Borg Warner Inc Common Stock	—	—	$74K	$63K	<0.1%
Conmed Corp Common Stock	—	—	$78K	$62K	<0.1%
Emerson Electric Co Common Stock	—	—	$54K	$62K	<0.1%
Diageo Plc Spon Adr New Common Stock	—	—	$75K	$62K	<0.1%
Packaging Corp Of America 5.700% due 12/01/2033	—	—	$60K	$61K	<0.1%
Gsk Plc Adr Common Stock	—	—	$64K	$61K	<0.1%
Marathon Petroleum Corp Common Stock	—	—	$73K	$61K	<0.1%
Copt Defense Properties Sh Ben Common Stock	—	—	$51K	$60K	<0.1%
Roche Holdings Adr Common Stock	—	—	$59K	$60K	<0.1%
Firstcash Hldgs Inc Common Stock	—	—	$42K	$60K	<0.1%
Walt Disney Co Hldg Co Common Stock	—	—	$61K	$60K	<0.1%
Leidos Hldgs Inc Common Stock	—	—	$47K	$59K	<0.1%
Koninklijke Phil El Sp Adr New Common Stock	—	—	$41K	$59K	<0.1%
Cencora Inc 5.125% due 02/15/2034	—	—	$60K	$59K	<0.1%
Kroger Co/The 5.000% due 09/15/2034	—	—	$60K	$58K	<0.1%
Centerpoint Energy Inc Common Stock	—	—	$51K	$58K	<0.1%
T-Mobile Us Inc Com Common Stock	—	—	$42K	$58K	<0.1%
Fortive Corp Common Stock	—	—	$62K	$57K	<0.1%
L Oreal Co Adr Common Stock	—	—	$54K	$57K	<0.1%
Formfactor Inc Common Stock	—	—	$52K	$57K	<0.1%
Compagnie De St Gobain Unsp Common Stock	—	—	$53K	$57K	<0.1%
Adobe Inc Common Stock	—	—	$32K	$57K	<0.1%
Infineon Technologies Ag Common Stock	—	—	$62K	$57K	<0.1%

Showing top 200 of 355 investments by value.